See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,917 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,737 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,451 | $40,522-19.9% | $84,611-61.6% | $67,579-52.0% |
| Participation rate | 99.1% | 51.1%+48.0pp | 68.2%+30.8pp | 71.3%+27.8pp |
| Annual return | 24.10% | 32.72%-8.6pp | 258.74%-234.6pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,278 | $1,146+11.5% | $2,652-51.8% | $2,148-40.5% |
| Participant deferral / active EE | $3,472 | $2,132+62.9% | $3,899-10.9% | $3,539-1.9% |
| Admin fee / account holder | $139 | $145-4.1% | $4,912-97.2% | $142-2.1% |